Executive Assistant

RAIZ FEDERAL CREDIT UNION•El Paso, TX

3d•$22 - $33•Onsite

About The Position

This position reports to the Executive Vice President of Administration. This role serves as a critical role in a business by assisting key credit union executives and Board members with scheduling, organization, and administrative tasks. The Executive Assistant provides support to the CEO and Executive staff through scheduling; reviewing, prioritizing, and responding to emails; answering and returning phone calls; organizing documents; maintaining records; taking notes at meetings, and any other administrative tasks. The Executive Assistant also serves as a liaison to the Board of Directors and Supervisory Committee. This role requires the ability to exercise good judgment and confidentiality in a diversity of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain balance among multiple priorities. The person in this role will be an empowering mentor that will be: A trusted expert A natural communicator A champion for our members and the community A guide through the moments that matter the most to our members

Requirements

High degree or equivalent. Some college preferred.
Minimum five years secretarial or administrative experience
Minimum of 1 year of customer service experience preferred
Demonstrated leadership and interpersonal abilities
Understanding of financial industry concepts, related laws, and regulations
Must have good communication and interpersonal skills
Critical thinking and problem-solving skills
Detail-oriented, and strong ability to multi-task
Proficient in Microsoft Office and web-based applications

Nice To Haves

Previous credit union experience is a plus

Responsibilities

Assumes responsibility for the effective performance of assigned secretarial and clerical functions.
Manage sensitive matters with a high level of confidentiality and discretion
Screen incoming telephone calls and visitors; take and deliver accurate messages
Sustain a daily calendar of meetings and events
Produce a variety of documents including memos, letters, and reports
Transcribes taped recording as needed
Electronically files correspondence, memos, records, Board packets, and reports
Maintains files for contracts and property closings documents.
Sorts and distributes incoming mail to appropriate departments and branches
Prepares all travel arrangements for CEO, Board of Directors and Supervisory Committee; prepares travel expense reports
Orders and screens all office supply orders
Responsible for duplicate company vehicle keys
Assigns purchase order numbers and maintains log
Aids in proofing, rewriting, and researching letters, documents, policies and procedures as required
Updates and maintains policy list and notifies appropriate personnel of action items
Initiates service calls for various office equipment
Reconciles Board of Director, Supervisory Committee and Executive staff’s corporate credit card monthly statements
Coordinate annual Strategic Planning session
Assumes responsibility for preparing and maintaining assigned records and reports.
Assembles, tabulates, calculates, and maintains reporting and statistical data on a regular and special basis
Performs required research for and prepares documents and reports
Assembles internal reports submitted to Board of Directors and committees
Assumes responsibility for maintaining effective business relations with Credit Union members, vendors, and other business professionals.
Resolves or appropriately refers questions, requests, complaints, and problems
Obtains and conveys information as needed and appropriate
Promotes goodwill and conveys a positive image of the Credit Union
Assumes responsibility for establishing and maintaining effective working relationships with area staff and with management.
Assists managers, supervisors, and other personnel as needed
Keeps management informed of area activities and of any significant problems
Assumes responsibility for related duties as required or assigned
Performs miscellaneous clerical and administrative tasks
Performs special projects as assigned
Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to Customer Identification Program (CIP); attends required annual BSA training and required compliance training